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Five Elms Capital · 4 months ago

Senior Associate, Valuation & Financial Performance

Kansas City, MO, United States

Full-time

Onsite

Senior Level

5+ years exp

Five Elms Capital is a growth investor in B2B software platforms, providing capital and resources to help software founders accelerate growth. They are seeking a Senior Associate for Valuation & Financial Performance, responsible for managing the quarterly valuations process and collaborating with various teams on financial planning and analysis projects.

Financial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

Lead the quarterly valuations process, including portfolio company performance analyses, waterfall modeling, and scenario analyses

Prepare materials and lead quarterly presentation to the Five Elms Valuation Committee with a focus on presenting trends and valuation drivers most relevant to the business

Track, monitor, and report the performance of the Five Elms funds and underlying portfolio companies for the firm and our investors

Develop and maintain fund-level waterfall models that aggregate outcomes across multiple portfolio companies, testing various exit scenarios to forecast investor distributions and carried interest in alignment with fund terms

Partner with the Investor Relations team to prepare materials for timely and effective investor reporting, support new fund launches, and respond to investor requests

Model fund-level outcomes under varied follow-on, structuring, and exit assumptions to enable the Investment Team to make data-driven investment decisions

Partner with the Investment Team and portfolio company leadership during exit processes to ensure timely and accurate modeling of distribution waterfalls and related flow of funds fully aligned with company governing documents and related transaction agreements

Qualification

Business ValuationFinancial ModelingValuation TechniquesInvestor ReportingCommunicationAttention to DetailEmotional Intelligence

Required

5+ years of business valuation experience

Strong preference for experience valuing complex and illiquid private equity investments

Ability to accurately and efficiently execute and manage portfolio valuations

Familiarity and comfort with key financial models and valuation techniques

Ability to make accurate assumptions and conclusions from financial models

Strong communication skills to liaise with stakeholders, including investors and senior partners

Ability to communicate findings in a succinct and actionable manner, both written and verbal

Outstanding academic credentials

Relevant work experiences

High attention to detail

Emotional intelligence

Continuous implementation of industry best practices

Preferred

Strong track record of valuing complex, illiquid private equity investments

Direct experience utilizing various valuation approaches, including discounted cash flow, comparable company, and precedent transactions

Thorough understanding of complex equity structures

Ability to navigate ambiguity well and make sound decisions with imperfect information

Energized by coaching junior team members and shaping firm strategy

Value a culture that prizes humility, accountability, and curiosity

Company

Five Elms Capital

Five Elms is a global growth equity firm that invests exclusively in world-class B2B software.

Founded in 2007

Kansas City, Missouri, USA

51-200 employees

http://www.fiveelms.com

H1B Sponsorship

Five Elms Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2021 (1)